Defined Benefit (Pension) · DOL Form 5500 · 2022
Yale University Pension Plan
Data updated 2026-08-11
- $2.0B
- Total assets
- 7,460
- Participants
- 99th
- Percentile by assets
- $267,203
- Avg per participant
Official DOL plan name: Yale University Retirement Plan for Staff Employees · Sponsored by Yale University · Connecticut · Educational Services
$2.0B in assets, 7,460 participants
Yale University's Yale University Retirement Plan for Staff Employees reported $2.0B in total assets and 7,460 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 99th percentile by assets (of 139,126 plans)
- #3,994 in Educational Services (4,024 peers)
Coverage in Connecticut
Yale University Retirement Plan for Staff Employees covers 7,460 participants in Connecticut, 10x the typical Connecticut plan (state average ~718 per filing). Assets: $2.0B.
- $2.0B
- total plan assets (2022 EOY)
- 7,460
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $267,203
- avg assets per participant
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Yale University Retirement Plan for Staff Employees reports 7,460 participants - 10x that state average ($2.0B EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | $66M |
| Employer EIN | 060646973 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yale University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 41,227 | $9.7B |
| 2023 | 4 | 44,668 | $10.8B |
| 2024 | 4 | 47,387 | $12.1B |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Yale University Retirement Plan for Staff Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
- GE Pension Plan $45.0B · 24,626
- Raytheon Company Pension Plan for Salaried Employees $11.6B · 13,495
- The Citigroup Pension Plan $10.5B · 18,484
- Eversource Pension Plan $5.9B · 4,126
- Retirement Plan for Employees of Aetna Inc. $5.4B · 11,471
Scale composition for Yale University Retirement Plan for Staff Employees
Yale University Retirement Plan for Staff Employees reports $2.0B in end-of-year assets across 7,460 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $267,203 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2022 was $66M.
This plan identity (EIN 060646973, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.3B (+14.5%) while covered participants moved from 7,460 to 7,789 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,460 | $2.0B | This page |
| 2023 | 7,596 | $2.0B | Open filing |
| 2024 · index core | 7,789 | $2.3B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Yale University Retirement Account Plan (Other, $8.3B, 13,197 participants)
- Yale University Retirement Plan for Staff Employees (Defined Benefit (Pension), $2.3B, 7,789 participants)
- Yale University Tax-Deferred 403(b) Savings Plan (Other, $874M, 20,269 participants)
- Yale University Matching Retirement Plan (Other, $602M, 6,132 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Yale University Retirement Plan for Staff Employees by total assets, not by location.
- The National Football League Club Employees Pension Plan (MD) $2.0B · 4,995
- Conagra Brands, Inc. Pension Plan (IL) $2.0B · 1,906
- Pension Plan for Salaried Employees of Novartis Corporation (NJ) $2.0B · 2,325
- Southern California Gas Company Pension Plan (CA) $2.0B · 7,743
Frequently Asked Questions
How did Yale University Retirement Plan for Staff Employees assets move in 2022? ▼
How have Yale University plan assets changed over time? ▼
Where does Yale University Retirement Plan for Staff Employees rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Yale University Retirement Plan for Staff Employees? ▼
Next read for Yale University Retirement Plan for Staf…
Filing takeaways
Ways to act on Yale University Retirement Plan for Staff Employees's numbers.
- By total assets, Yale University Retirement Plan for Staff Employees ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Connecticut. Compare plans
- Yale University's sponsor-wide assets have grown 25.3% since 2022 across 3 plan years on file. More Educational Services plans